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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,224 | $48,364-37.5% | $71,796-57.9% | $62,881-51.9% |
| Participation rate | 20.0% | 60.6%-40.6pp | 69.1%-49.1pp | 69.3%-49.3pp |
| Annual return | 9.10% | 13.16%-4.1pp | 78.04%-68.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $251 | $2,091-88.0% | $2,794-91.0% | $3,203-92.2% |
| Admin fee / account holder | $2,698 | $3,771-28.5% | $4,815-44.0% | $4,296-37.2% |